Eagle Wealth Advisors LLC holds a diversified book of 100 reported positions worth $131.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 9% of the reported non-option book.
Eagle Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Eagle Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 10 / 80 | $167.1M |
| Swiss Re Ltd | 57 / 80 | $1.1B |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Uhlmann Price Securities, LLC | 46 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Oriental Harbor Investment Master Fund | 10 / 80 | $1.5B |
| Draper Asset Management, LLC | 12 / 80 | $180.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Eagle Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $12.3M | 61.6K | 9.4% | ▼−4.3% Reduced · −3K sh | |
| 2 | Apple Inc COM | $9.9M | 34.2K | 7.6% | ▼−5.3% Reduced · −2K sh | |
| 3 | Microsoft Corp COM | $6.6M | 17.8K | 5.1% | ▼−3.4% Reduced · −625 sh | |
| 4 | Amazon Com Inc COM | $5.4M | 22.5K | 4.1% | ▼−1.7% Reduced · −396 sh | |
| 5 | Ishares TR 0-5 YR TIPS ETF | $4.8M | 47.1K | 3.7% | ▲+17% Added · +7K sh | |
| 6 | Alphabet Inc CAP STK CL A | $4.6M | 12.9K | 3.5% | ▼−3.9% Reduced · −529 sh | |
| 7 | Broadcom Inc COM | $4.2M | 11.2K | 3.2% | ▼−7.4% Reduced · −899 sh | |
| 8 | Micron Technology Inc COM | $4.1M | 3.6K | 3.2% | ▲+20% Added · +591 sh | |
| 9 | Alphabet Inc CAP STK CL C | $3.9M | 11.1K | 3.0% | ▼−1.9% Reduced · −221 sh | |
| 10 | Advanced Micro Devices Inc COM | $3.9M | 6.7K | 3.0% | ▲+2.8% Added · +184 sh | |
| 11 | Vanguard World FD MEGA GRWTH IND | $3.8M | 43.4K | 2.9% | ▲+393% Added · +35K sh | |
| 12 | Ishares TR ISHS 5-10YR INVT | $3.8M | 70.8K | 2.9% | ▲+29% Added · +16K sh | |
| 13 | Tesla Inc COM | $3.4M | 8.0K | 2.6% | ▲+0.6% Added · +45 sh | |
| 14 | Meta Platforms Inc CL A | $3.1M | 5.5K | 2.4% | ▼−1.3% Reduced · −74 sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $2.7M | 88.9K | 2.0% | ▼−11% Reduced · −11K sh | |
| 16 | Lam Research Corp COM NEW | $2.1M | 4.9K | 1.6% | ▲+3.9% Added · +183 sh | |
| 17 | Intel Corp COM | $2.1M | 14.9K | 1.6% | ▲+24% Added · +3K sh | |
| 18 | Select Sector SPDR TR STATE STREET TEC | $1.7M | 9.0K | 1.3% | ▼−0.1% Reduced · −6 sh | |
| 19 | Applied Matls Inc COM | $1.7M | 2.3K | 1.3% | ▲+11% Added · +229 sh | |
| 20 | Walmart Inc COM | $1.7M | 14.9K | 1.3% | ▲+31% Added · +4K sh | |
| 21 | Cisco Sys Inc COM | $1.6M | 13.8K | 1.2% | ▲+9.5% Added · +1K sh | |
| 22 | Costco WHSL Corp New COM | $1.5M | 1.6K | 1.2% | ▲+4.8% Added · +75 sh | |
| 23 | Kla Corp COM NEW | $1.4M | 4.8K | 1.1% | ▲10× Added · +4K sh | |
| 24 | Eli Lilly & Co COM | $1.3M | 1.1K | 1.0% | ▼−24% Reduced · −351 sh | |
| 25 | First TR Exchange-Traded FD SHS | $1.3M | 3.8K | 1.0% | —Held | |
| 26 | 5RTX Corporation COM | $1.3M | 6.6K | 1.0% | ▲+2.0% Added · +128 sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.8K | 1.0% | ▼−0.5% Reduced · −9 sh | |
| 28 | Netflix Inc COM | $1.1M | 16.1K | 0.9% | ▼−1.8% Reduced · −299 sh | |
| 29 | Vanguard World FD INDUSTRIAL ETF | $1.0M | 2.9K | 0.8% | —Held | |
| 30 | Schwab Strategic TR US LCAP GR ETF | $1.0M | 30.5K | 0.8% | ▲+0.1% Added · +29 sh | |
| 31 | Palantir Technologies Inc CL A | $1.0M | 8.8K | 0.8% | ▲+4.4% Added · +367 sh | |
| 32 | SPDR S&P 500 ETF TR TR UNIT | $951K | 1.3K | 0.7% | ▼−4.2% Reduced · −56 sh | |
| 33 | SPDR Dow Jones Indl Average UT SER 1 | $910K | 1.7K | 0.7% | —Held | |
| 34 | Palo Alto Networks Inc COM | $907K | 2.7K | 0.7% | ▲+9.7% Added · +235 sh | |
| 35 | JPMorgan Chase & Co. COM | $881K | 2.7K | 0.7% | ▲+7.5% Added · +189 sh | |
| 36 | Visa Inc COM CL A | $877K | 2.6K | 0.7% | ▼−24% Reduced · −812 sh | |
| 37 | Linde PLC SHS | $790K | 1.5K | 0.6% | ▲+3.9% Added · +57 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $757K | 1.5K | 0.6% | ▲+16% Added · +214 sh | |
| 39 | Texas Instrs Inc COM | $751K | 2.5K | 0.6% | ▲+27% Added · +530 sh | |
| 40 | Caterpillar Inc COM | $748K | 702 | 0.6% | ▲+5.4% Added · +36 sh | |
| 41 | Crowdstrike Hldgs Inc CL A | $628K | 823 | 0.5% | ▲+6.9% Added · +53 sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $611K | 1.6K | 0.5% | —Held | |
| 43 | Mastercard Incorporated CL A | $610K | 1.2K | 0.5% | ▼−30% Reduced · −499 sh | |
| 44 | Amgen Inc COM | $606K | 1.7K | 0.5% | ▲+20% Added · +280 sh | |
| 45 | Ge Aerospace COM NEW | $597K | 1.6K | 0.5% | ▼−24% Reduced · −491 sh | |
| 46 | Vanguard World FD MEGA CAP VAL ETF | $595K | 3.6K | 0.5% | —Held | |
| 47 | Marvell Technology Inc COM | $566K | 1.9K | 0.4% | ▲New New position | |
| 48 | Goldman Sachs Group Inc COM | $563K | 557 | 0.4% | ▲+4.7% Added · +25 sh | |
| 49 | Select Sector SPDR TR STATE STREET FIN | $554K | 10.3K | 0.4% | —Held | |
| 50 | Qualcomm Inc COM | $546K | 3.0K | 0.4% | ▲+29% Added · +662 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.